China
The Real Sticking Point in China-US Negotiations
The path is set for another Fed rate cut at this week’s meeting on Wednesday following the latest inflation data…
Understanding China’s “Anti-Involution” Campaign
China remains the best example of a country which has not succumbed to the pressure tactics so effectively deployed against…
An Emboldening Trump is a Risk to Future Stock Gains
The US stock market continues to celebrate the AI capex trade while ignoring the tariff noise based on the TACO…
What is the Right Tariff Rate for China?
The IMF-World Bank Spring meeting talking shop in Washington in late April served a highly useful function. It provided the…
Why The Time Has Come to Overweight International Stocks
Whatever the exact trigger, the extraordinarily recent sharp appreciation of Taiwan’s currency, the NT dollar, is perhaps the clearest signal…
US or China – Who has the Stronger Negotiating Position in Trade Talks?
The base case here remains that the US has no leverage over China on the tariff issue, as previously discussed…
The Financial Assets Most at Risk From Trump’s “Bull in a China Shop” Strategy
The 47th president has continued to behave like the proverbial bull in a China shop. This is fundamentally bad for…
In Tariff Negotiations, Trump Has No Ace Up His Sleeve
“What’s Trump’s ace up his sleeve? What’s the weapon that he can legitimately use to inflict real pressure on China…
China Needs America Less Than You Think
Faced with The Donald Trump-triggered tariff war in recent weeks, China has become more focused on stabilizing domestic demand even…